Financial Analyst

Premier; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading financial services firm in Dallas, Texas is seeking a Senior Financial Analyst. The role involves developing and analyzing business models, preparing budgets, and providing financial analysis to assist senior management. Candidates should have a BA in finance/accounting, and possess strong analytical and communication skills. This full-time position offers the opportunity to work on critical financial processes and improve efficiencies within the organization.

Qualifications

• 3–5 years overall professional experience, including 2 years in FP&A related roles.
• Ability to design, implement, improve, and maintain standard reports.
• Demonstrated ability to meet or exceed rigid deadlines across multiple projects.

Responsibilities

• Develop and maintain company budget and forecast models.
• Provide meaningful budget and forecast reports to senior leaders.
• Actively participate in the month-end close process.
• Support the VP of Accounting with monthly reporting and variance analysis.

Skills

Analytical skills

Time management

Communication skills

Financial modeling

Problem-solving

Education

Bachelor’s degree in accounting and/or finance

MBA or master’s in Finance and/or Accounting

Tools

Microsoft Excel

Microsoft Office (Word, PowerPoint, SharePoint)

Job description

Position Summary

Senior Financial Analyst responsible for developing and analyzing business models for executive management, including strategic plans, annual budgets, financial reporting, analysis, and forecasts. The role maintains financial records in compliance with company policy and plays an integral part in the month‑end close.

Responsibilities

• Develop and maintain company budget and forecast models for strategic planning and ongoing business evaluation.
• Maintain the monthly forecast and revisions to support all departments.
• Develop ad‑hoc and ongoing financial analysis, forecasts, and models that assist decision‑making and effectively communicate trends and outcomes to senior management.
• Provide senior leaders with meaningful budget and forecast reports that explain variances and reflect business acumen.
• Actively participate in the month‑end close process.
• Involved in the revenue recognition process each month.
• Support the VP of Accounting with monthly reporting, variance analysis, trends, and development of the reporting package.
• Recommend ways to improve processes and increase efficiencies.
• Perform additional duties as assigned.

Requirements

• Bachelor’s degree in accounting and/or finance.
• Preferred: MBA or master’s in Finance and/or Accounting.
• 3–5 years overall professional experience, including 2 years in FP&A related roles.
• Superior analytical and time‑management skills.
• Ability to design, implement, improve, and maintain standard reports across multiple operations.
• Ability to develop, prepare, and analyze detailed financial statements and key financial metrics.
• Excellent written and verbal communication skills, collaborating with cross‑functional teams.
• Curiosity to ask the question “why.”
• Enthusiasm for solving problems, delivering projects, and documenting processes.
• Ability to take initiative, work independently, and manage through ambiguity.
• Demonstrated ability to meet or exceed rigid deadlines and complete deliverables across multiple simultaneous high‑intensity projects.
• Technical and business knowledge to include advanced financial modeling and analysis using Microsoft Excel; proficiency with other Microsoft Office applications such as Word, PowerPoint, and SharePoint.

Job Location

Dallas, Texas, USA

Seniority Level

• Mid‑Senior level

Employment Type

• Full‑time

Job Function

• Finance & Sales

Industries

• Design Services

Job ID

#25-3685